Mitchell Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-43,574
| Closed | -$4.28M | – | 141 |
|
|
2021
Q4 | $4.28M | Buy |
43,574
+921
| +2% | +$90.4K | 0.87% | 32 |
|
|
2021
Q3 | $4.15M | Buy |
42,653
+1,959
| +5% | +$191K | 0.93% | 34 |
|
|
2021
Q2 | $3.73M | Buy |
40,694
+2,860
| +8% | +$262K | 0.82% | 36 |
|
|
2021
Q1 | $2.94M | Buy |
37,834
+5,164
| +16% | +$401K | 0.72% | 47 |
|
|
2020
Q4 | $2.24M | Buy |
32,670
+17,900
| +121% | +$1.23M | 0.56% | 62 |
|
|
2020
Q3 | $714K | Buy |
+14,770
| New | +$714K | 0.21% | 109 |
|